I find the home visits very very useful indeed. It’s a USP of your business and one that I hope will continue.
Straight forward, no hard selling and they respect my time. Frequent contact with the team helps to make sure new opportunities can be discussed freely but without pressure. Queries get answered quickly and I like the spread of products. The Admin Team were very patient with me in my early days and allow the occasional old person blunders to be taken in their stride. All good in my world. On my Client Liaison Manager’s recent visit we were able to talk much more about my expanded portfolio and how I plan to work it. He is aware of my three year plan to only have a couple of brokers managing a reduced selection of products.
I have taken a lot of comfort in what is a unique market for me from a Team who are all are very effective in maintaining a relationship with me and acting as the go between for the end user, and the borrower. The Client Liaison Manager’s visits enable networking of data which is vital to client decision making and are very supportive.